See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $17,226 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,283 | $50,637-36.2% | $86,590-62.7% | $62,292-48.2% |
| Participation rate | 66.3% | 67.9%-1.6pp | 73.5%-7.2pp | 69.5%-3.2pp |
| Annual return | 13.90% | 20.80%-6.9pp | 964.84%-950.9pp | 28.90%-15.0pp |
| Employer contribution / active EE | $550 | $2,075-73.5% | $2,839-80.6% | $2,042-73.1% |
| Participant deferral / active EE | $2,284 | $2,611-12.5% | $3,609-36.7% | $3,169-27.9% |
| Admin fee / account holder | $11 | $413-97.4% | $4,906-99.8% | $479-97.8% |